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mastodon - Link to source

Taiwan has reportedly "forbidden" TSMC to manufacture 2nm chips in foreign lands, as the government believes that the nation needs to protect its "exclusive" technologies.

wccftech.com/tsmc-forbidden-to…


TSMC “Forbidden” To Manufacture 2nm Chips Outside Taiwan; Raising Questions On The Future of…

Taiwan has forbidden TSMC to manufacture 2nm chips in foreign lands, as the nation needs to protect its exclusive technologies.
Muhammad Zuhair (Wccftech)
in reply to clawfulneutral

mastodon - Link to source

Yogthos

@clawfulneutral I feel like Intel is basically doomed at this point. Their x86 architecture is effectively legacy compared to modern RISC chips. There's a class actions against them for knowingly selling broken chips tomshardware.com/pc-components…

and it's looking like they're doing so badly they might get delisted from DOW

finance.yahoo.com/news/intel-s…


Intel slapped with class action lawsuit for Raptor Lake CPU instability issues — chipmaker accused of consciously selling defective chips

CPU replacement is not enough.
Anton Shilov (Tom's Hardware)
in reply to Nanook

akkoma - Link to source

clawfulneutral

I think x86 will take a very long time to die (I too am still mostly on x86 in part because it’s just lower friction with 45 years of inertia behind it, ARM really competes better for low power roles in my personal experience, yes I know Apple is changing that) but Intel really can’t stumble thru another CPU generation or their problems are gonna go from bad to worse, and it wouldn’t be good for the USA if the company collapses. Intel may be on the ropes but it is nonetheless a crown jewel in terms of knowledge & experience in some of the most strategically important manufacturing on earth. (edit: I say this as an AMD fanboi btw)
This entry was edited (11 months ago)
in reply to clawfulneutral

mastodon - Link to source

Yogthos

@clawfulneutral @nanook yeah, x86 has a lot of momentum behind it, but I absolutely think RISC is the future.

It's also worth noting that trade war with China is proving to be disastrous for western chip makers. China accounted for around 40% of sales, and now that market is basically gone.

On top of that, Chinese chips will catch up within a few years and start squeezing western companies on the global market as well.

asia.nikkei.com/Business/Tech/…


U.S. chip equipment makers rely on China for 40% of sales

Applied Materials, Lam Research ship legacy products not targeted by export curbs
Staff Writer (Nikkei Asia)
in reply to Yogthos

mastodon - Link to source

Yogthos

@clawfulneutral @nanook when revenue shrinks, then the amount of money spent on research shrinks as well.

Meanwhile, companies like Huawei are dramatically increasing their R&D spending and they get government investment to boot.

I think it's going to be difficult for western companies to keep up with that going forward. Ideas like CHIPS act meant to slow China down are not well thought out, and produce the opposite of the intended effects archive.is/knQyl

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